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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,726 | $72,269-35.3% | $101,271-53.9% | $79,852-41.5% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 13.12% | 22.29%-9.2pp | 46.48%-33.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,143 | $2,692-57.5% | $3,660-68.8% | $2,471-53.8% |
| Participant deferral / active EE | $2,115 | $3,282-35.5% | $4,371-51.6% | $3,740-43.4% |
| Admin fee / account holder | $10,469 | $4,401+137.9% | $5,948+76.0% | $5,306+97.3% |